Joe Matina, Amy West, and Michael Rubenstein are part of The Matina Group at UBS; a 13-person private wealth management team serving ultra–high-net-worth clients and families. The Matina Group prides itself on providing thoughtful advice, customized solutions and a high-quality client experience. As the managing director of the Matina Group, Matina has earned the private wealth advisor designation and has 30+ years of industry experience. West is a senior vice president and financial advisor and leads the team’s day-to-day operations, bringing over two decades of wealth management experience to her role. Rubenstein, a former estate planning attorney with an LL.M in tax, brings over 15 years of experience in the legal and wealth management industries. The team is passionate about giving back to local causes, and all are very active within the philanthropic community. In addition to Naples, The Matina Group also has offices in Short Hills, New Jersey and New York City. The team has been advising Naples’ clients since 2000.
801 Laurel Oak Drive, Suite 500
Naples, FL 34108
239-249-5011
877-452-4344 toll free
advisors.ubs.com/matinagroup
joseph.matina@ubs.com
Joseph Matina, Amy West and Michael Rubenstein are registered representatives of UBS Financial Services, Inc. Private Wealth Management is a division within UBS Financial Services Inc., which is a subsidiary of UBS Group AG.
For more information on designations and third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures. Neither UBS Financial Services Inc. nor its employees (including its financial advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. For our client relationship summary disclosures, please visit ubs.com/relationshipsummary. UBS Financial Services, Inc., Member FINRA/SIPC
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